The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTUANT CORP CL A NEW 00508X203 11,155 453,452 SH   SOLE   453,452 0 0
APOGEE ENTERPRISES INC COM 037598109 38,239 672,744 SH   SOLE   672,744 0 0
ARCH CAP GROUP LTD ORD G0450A105 15,334 164,366 SH   SOLE   164,366 0 0
BALLANTYNE STRONG INC COM 058516105 1,539 229,768 SH   SOLE   229,768 0 0
BASSETT FURNITURE INDS INC COM 070203104 1,325 34,906 SH   SOLE   34,906 0 0
BIO TECHNE CORP COM 09073M104 24,094 205,055 SH   SOLE   205,055 0 0
CALAVO GROWERS INC COM 128246105 7,844 113,596 SH   SOLE   113,596 0 0
CARMAX INC COM 143130102 16,752 265,652 SH   SOLE   265,652 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 4,775 242,022 SH   SOLE   242,022 0 0
CHILDRENS PL INC COM 168905107 5,372 52,616 SH   SOLE   52,616 0 0
CUBIC CORP COM 229669106 24,377 526,500 SH Call SOLE   526,500 0 0
CUBIC CORP COM 229669106 12,397 267,757 SH   SOLE   267,757 0 0
DENTSPLY SIRONA INC COM 24906P109 757 11,671 SH   SOLE   11,671 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 16,888 526,100 SH Put SOLE   526,100 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 28,156 871,692 SH   SOLE   871,692 0 0
FEDERATED NATL HLDG CO COM 31422T101 701 43,802 SH   SOLE   43,802 0 0
FERROGLOBE PLC SHS G33856108 7,693 643,747 SH   SOLE   643,747 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 18,761 919,216 SH   SOLE   919,216 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 6,630 611,032 SH   SOLE   611,032 0 0
HORIZON GLOBAL CORP COM 44052W104 6,330 440,794 SH   SOLE   440,794 0 0
KNOLL INC COM NEW 498904200 6,647 331,545 SH   SOLE   331,545 0 0
KORN FERRY INTL COM NEW 500643200 13,492 390,728 SH   SOLE   390,728 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 15,458 1,302,262 SH   SOLE   1,302,262 0 0
LINDSAY CORP COM 535555106 1,036 11,609 SH   SOLE   11,609 0 0
MASTEC INC COM 576323109 43,709 968,090 SH   SOLE   968,090 0 0
MASTEC INC COM 576323109 16,638 368,500 SH Put SOLE   368,500 0 0
MERITOR INC COM 59001K100 15,727 946,863 SH   SOLE   946,863 0 0
MOBILE MINI INC COM 60740F105 9,900 331,658 SH   SOLE   331,658 0 0
MSA SAFETY INC COM 553498106 25,020 308,243 SH   SOLE   308,243 0 0
OCLARO INC COM NEW 67555N206 14,538 1,556,534 SH   SOLE   1,556,534 0 0
OLD DOMINION FGHT LINES INC COM 679580100 10,106 106,112 SH   SOLE   106,112 0 0
OXFORD INDS INC COM 691497309 9,863 157,836 SH   SOLE   157,836 0 0
PC-TEL INC COM 69325Q105 772 109,055 SH   SOLE   109,055 0 0
PRIMO WTR CORP COM 74165N105 1,019 80,250 SH   SOLE   80,250 0 0
RANGE RES CORP COM 75281A109 5,480 236,499 SH   SOLE   236,499 0 0
ROGERS CORP COM 775133101 7,490 68,952 SH   SOLE   68,952 0 0
RPM INTL INC COM 749685103 8,281 151,803 SH   SOLE   151,803 0 0
RUSH ENTERPRISES INC CL A 781846209 904 24,301 SH   SOLE   24,301 0 0
SELECT COMFORT CORP COM 81616X103 407 11,474 SH   SOLE   11,474 0 0
SKYWEST INC COM 830879102 9,765 278,212 SH   SOLE   278,212 0 0
SUMMIT MATLS INC CL A 86614U100 17,515 606,691 SH   SOLE   606,691 0 0
TEXTRON INC COM 883203101 543 11,520 SH   SOLE   11,520 0 0
TILE SHOP HLDGS INC COM 88677Q109 8,825 427,341 SH   SOLE   427,341 0 0
TRIMBLE INC COM 896239100 3,713 104,094 SH   SOLE   104,094 0 0
TRONOX LTD SHS CL A Q9235V101 8,821 583,422 SH   SOLE   583,422 0 0
U S CONCRETE INC COM NEW 90333L201 17,067 217,271 SH   SOLE   217,271 0 0
UNITED RENTALS INC COM 911363109 15,946 141,476 SH   SOLE   141,476 0 0
WESTLAKE CHEM CORP COM 960413102 2,697 40,737 SH   SOLE   40,737 0 0
XPO LOGISTICS INC COM 983793100 22,686 351,019 SH   SOLE   351,019 0 0